Northwestern Mutual Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XSOE Stock Details XSOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Sell	3,763 -5,973	-61%	-$278K	﹤0.01%	2035
2026 Q1	$390K	Buy	9,736 +2,546	+35%	+$106K	﹤0.01%	1654
2025 Q4	$281K	Buy	7,190 +356	+5%	+$13.8K	﹤0.01%	1741
2025 Q3	$259K	Sell	6,834 -2,086	-23%	-$74.7K	﹤0.01%	1691
2025 Q2	$308K	Buy	8,920 +1,945	+28%	+$62.3K	﹤0.01%	1577
2025 Q1	$215K	Buy	6,975 +3,278	+89%	+$102K	﹤0.01%	1631
2024 Q4	$113K	Sell	3,697 -106	-3%	-$3.4K	﹤0.01%	1876
2024 Q3	$126K	Buy	3,803 +936	+33%	+$29.1K	﹤0.01%	1811
2024 Q2	$87.8K	Buy	2,867 +1,354	+89%	+$40.6K	﹤0.01%	1881
2024 Q1	$44.6K	Hold	1,513	–	–	﹤0.01%	2121
2023 Q4	$43.7K	Sell	1,513 -1,041	-41%	-$28.3K	﹤0.01%	2099
2023 Q3	$68.1K	Sell	2,554 -2,604	-50%	-$73.2K	﹤0.01%	1855
2023 Q2	$144K	Buy	5,158 +621	+14%	+$17.2K	﹤0.01%	1587
2023 Q1	$126K	Sell	4,537 -5,109	-53%	-$143K	﹤0.01%	1602
2022 Q4	$257K	Sell	9,646 -68,491	-88%	-$1.78M	﹤0.01%	1338
2022 Q3	$1.92M	Sell	78,137 -38,644	-33%	-$1.08M	﹤0.01%	635
2022 Q2	$3.35M	Buy	116,781 +26,102	+29%	+$786K	0.01%	509
2022 Q1	$2.96M	Buy	90,679 +5,051	+6%	+$175K	﹤0.01%	543
2021 Q4	$3.15M	Buy	85,628 +5,568	+7%	+$209K	0.01%	504
2021 Q3	$2.99M	Buy	80,060 +2,359	+3%	+$92.4K	0.01%	484
2021 Q2	$3.27M	Buy	77,701 +17,594	+29%	+$727K	0.01%	452
2021 Q1	$2.45M	Buy	60,107 +12,623	+27%	+$533K	0.01%	472
2020 Q4	$1.88M	Buy	47,484 +16,795	+55%	+$618K	﹤0.01%	488
2020 Q3	$1.03M	Buy	+30,689	New	+$1.02M	﹤0.01%	581
2019 Q3	–	Sell	-155	Closed	-$4K	–	2708
2019 Q2	$4K	Buy	+155	New	+$4.43K	﹤0.01%	2187

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's XSOE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 61% in Q2 2026, selling an estimated $278K and leaving 3,763 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Northwestern Mutual Wealth Management first reported a position in XSOE in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.35M in Q2 2022. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Northwestern Mutual Wealth Management held 3,763 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $185K as of Q2 2026.
Northwestern Mutual Wealth Management sold 5,973 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $278K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2035 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2019 and has held it in 25 quarters since.
Northwestern Mutual Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.35M in Q2 2022.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.